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Added 1 hour ago
NB
Private Wealth Advisor
National Bank of Canada
Montreal, QC · Saint-Laurent, QC
- Full-time
A career as a Private Wealth Advisor in the Commercial & Private Banking 1859 team means acting as a preferred financial specialist for wealthy clients. This job allows you to have a…
Added 1 hour ago
NB
Private Wealth Advisor
National Bank of Canada
Montreal, QC
- Full-time
A career as a Private Wealth Advisor in the Commercial & Private Banking 1859 team means acting as a preferred financial specialist for wealthy clients. This job allows you to have a…
Added 3 hours ago
HT
VP, Accounting & Controllership (Husky)
Husky Technologies
Bolton, ON
- Full-time
Husky TechnologiesTM offers a wealth of opportunity for personal growth and development. Most importantly, Husky Technologies TM offers an opportunity to work with – and be challenged by –…
Added 5 hours ago
A
Senior Service Designer
Aviso
Toronto, ON
- $95,000 to $105,000 CAD / year
- Full-time
At Aviso, we are dedicated to improving the financial well-being of Canadians. As a leading wealth management organization, we are committed to leadership, innovation, partnership,…
Added 10 hours ago
HT
VP, Accounting & Controllership (Husky)
Husky Technologies
Bolton, ON
- Full-time
Husky TechnologiesTM offers a wealth of opportunity for personal growth and development. Most importantly, Husky Technologies TM offers an opportunity to work with – and be challenged by –…
Added 10 hours ago
NB
Wealth Associate
National Bank of Canada
London, ON
- Full-time
National Bank Financial - Wealth Management is the fifth largest investment brokerage firm in Canada. We have close to 1,000 investment advisors who manage the assets of more than 400,000…
Added 10 hours ago
NB
Associate
National Bank of Canada
Surrey, BC
- Full-time
National Bank Financial – Wealth Management is the fifth largest investment brokerage firm in Canada. We have close to 1,000 investment advisors who manage the assets of more than 400,000…
Added 10 hours ago
NB
Wealth Associate
National Bank of Canada
Laval, QC
- Full-time
National Bank Financial - Wealth Management is the fifth largest investment brokerage firm in Canada. We have close to 1,000 investment advisors who manage the assets of more than 400,000…
Added 12 hours ago
Senior Member Experience Advisor (MAC)
First West
Langley (District), BC · Langley, BC
The Senior Member Experience Advisor (MAC) delivers exceptional service and advice to a diverse range of members across all divisions. This role focuses on providing proactive, holistic…
Added 12 hours ago
RJ
Financial Advisor Assistant
Raymond James
Calgary, AB
- Full-time
…services to Canadians seeking customized solutions to their wealth management…
Added 15 hours ago
HT
VP, Accounting & Controllership (Husky)
Husky Technologies
Bolton, ON
- Full-time
Husky TechnologiesTM offers a wealth of opportunity for personal growth and development. Most importantly, Husky Technologies TM offers an opportunity to work with – and be challenged by –…
Added 19 hours ago
Financial Advisor - Yonge & 16th (37.5 hours/week)
Scotiabank
Richmond Hill, ON
…products and services, including personal and commercial banking, wealth management and private banking, corporate and investment banking, and capital…
Added 20 hours ago
IW
Senior Specialist Process Management and Administration
IG Wealth Management
MB · Manitoba, Canada
- Full-time
IGM Financial Inc. is a leading wealth and asset management company in Canada, managing approximately $310 billion in assets as of December 31, 2025. It offers financial planning and…
Added 20 hours ago
IW
Senior Specialist Process Management and Administration
IG Wealth Management
ON · Ontario, Canada
- Full-time
IGM Financial Inc. is a leading wealth and asset management company in Canada, managing approximately $310 billion in assets as of December 31, 2025. It offers financial planning and…
Added 20 hours ago
IP
Licensed Senior Administrative Assistant
iA Private Wealth
White Rock, BC
- Full-time
iA Private Wealth is one of Canada's largest independent wealth management firms. Our practice in White Rock/South Surrey, BC, is a close-knit team serving individuals, families and…
Added 20 hours ago
AW
Compliance Officer, Temporary - 12 Months
Aviso Wealth
Remote, Canada
- $83,000 to $90,000 CAD / year
- Temporary
- Remote
At Aviso, we are dedicated to improving the financial well-being of Canadians. As a leading wealth management organization, we are committed to leadership, innovation, partnership,…
Added 21 hours ago
IW
Senior Specialist Process Management and Administration
IG Wealth Management
Quebec, QC
- Full-time
IGM Financial Inc. is a leading wealth and asset management company in Canada, managing approximately $310 billion in assets as of December 31, 2025. It offers financial planning and…
Added 21 hours ago
A
Compliance Officer, Temporary - 12 Months
Aviso
Vancouver, BC
- $83,000 to $90,000 CAD / year
- Temporary
At Aviso, we are dedicated to improving the financial well-being of Canadians. As a leading wealth management organization, we are committed to leadership, innovation, partnership,…
Added 21 hours ago
HT
VP, Accounting & Controllership (Husky)
Husky Technologies
Bolton, ON
- Full-time
Husky TechnologiesTM offers a wealth of opportunity for personal growth and development. Most importantly, Husky Technologies TM offers an opportunity to work with – and be challenged by –…
Added 21 hours ago
EF
Wealth Planning Specialist (Langley & Surrey)
Envision Financial
Langley (District), BC · Langley, BC
- Full-time
The Wealth Planning Specialist (WPS) delivers professional, comprehensive financial planning advice to high-value members across assigned credit union branches. Through a holistic review of…
Added 21 hours ago
Wealth Planning Specialist (Langley & Surrey)
First West
Duncan, BC
The Wealth Planning Specialist (WPS) delivers professional, comprehensive financial planning advice to high-value members across assigned credit union branches. Through a holistic review of…
Added 22 hours ago
SW
ScotiaMcLeod Investment Associate - Toronto
Scotia Wealth Management
Toronto, ON
- Full-time
As an Investment Associate you will work closely with a Wealth Advisor in the development and management of their book of business by providing effective client service and contributing to…
Added 22 hours ago
SP
Customer Success Manager - Core Clouds
Salesforce Partner Canada
Toronto, ON
- Full-time
Financial Services (FINS) – Works with banking, insurance, wealth management, and other financial services organizations to support digital transformation, regulatory compliance, and…
Added 22 hours ago
B
VP Sales Lead
BMO
Toronto, ON · FCP
- Full-time
Serve as a strategic advisor to business owners, executives, and key stakeholders.
Added 22 hours ago
B
VP Sales Lead
BMO
Edmonton, AB · Enbridge
- Full-time
Serve as a strategic advisor to business owners, executives, and key stakeholders.

iA Private Wealth

Licensed Senior Administrative Assistant

White Rock, BC, Canada

Pay: Starting at a base of $30/hour + Benefits · Full-time

Apply About employer

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Job details

Pay: Pay: Starting at a base of $30/hour + Benefits
Job type: Full-time
Apply by: Nov 29, 2026
Experience: At least 5 years of administrative experience, ideally in financial services, or a professional office
Posting language: English
Posted: Oct 30, 2026

Original job description

About the role

We're hiring a Licensed Senior Administrative Assistant to keep a busy private wealth practice running smoothly. You'll be the first point of contact for our clients and the person who makes sure every account, file and follow-up is handled correctly.

iA Private Wealth is one of Canada's largest independent wealth management firms. Our practice in White Rock/South Surrey, BC, is a close-knit team serving individuals, families and business owners. That means real responsibility, direct access to the advisor, and room to shape how the office runs.

What you'll do

Greet and support clients by phone, email and in person with professionalism and warmth

Open, update, and maintain client accounts, including KYC updates, account transfers, and account documentation

Prepare meeting packages, reports, and correspondence for client reviews

Keep the CRM (Salesforce) accurate and current: contacts, notes, tasks, and follow-ups

Manage the advisor's calendar, client meetings, and reminders

Maintain organized, compliant, electronic, and paper files

Build and maintain tracking spreadsheets in Excel

Process paperwork and support compliance requirements with careful attention to detail

Once licensed, assist with trade entry and account activity under the advisor's direction

Suggest and help implement better systems and workflows for the practice

What you bring

University degree

At least 5 years of administrative experience, ideally in financial services, or a professional office

Exceptional attention to detail and strong organizational skills

Fluency with computer systems, including CRM software (Salesforce), Microsoft Office, Outlook and Excel

Strong electronic file management habits

Confidence working with clients in a professional, confidential environment

An entrepreneurial spirit: you take initiative, solve problems and care about the success of the practice

Nice to have

Canadian Securities Course (CSC) completed

Already licensed as an assistant, or ready to become licensed

Experience in a CIRO-regulated investment firm

Familiarity with client onboarding, KYC and account administration

What we offer

• Term: Full-time with flexibility, Permanent position

• Start date: Available immediately

• Pay: Starting at a base of $30/hour + Benefits

• Bonus: Performance bonuses

• Benefits: Health benefits

A professional, supportive team environment with room to grow as the practice grows

How to apply

Send your resume and a short cover letter to admin@belcherwealth.ca. Tell us about your experience, your software skills, and your CSC or licensing status.

We thank all applicants. Only those selected for an interview will be contacted.

Apply About employer

More about this job

Responsibilities

Support clients and manage account administration, documentation, meeting materials, CRM records, scheduling, and compliant electronic and paper files. Assist with trade entry once licensed and help improve the practice’s systems and workflows.

Requirements

A university degree and at least five years of administrative experience are required, ideally in financial services or a professional office. Candidates should have strong organizational and computer skills, client-facing professionalism, and attention to detail; CSC completion or licensing is preferred.

Skills

Client Service
Client Account Administration
Know Your Client (KYC)
Account Transfers
Salesforce
Microsoft Office
Microsoft Outlook
Microsoft Excel
Electronic File Management
Calendar Management
Compliance Support
Trade Entry
Organization
Attention to Detail
Workflow Improvement

Benefits

Health Benefits
Performance Bonuses

Visa sponsorship

Not detected in the job text

Keywords

Private Wealth Management
Financial Services
Client Service
Client Account Administration
Know Your Client (KYC)
Account Transfers
Client Onboarding
Account Documentation
Salesforce
Microsoft Office
Microsoft Outlook
Microsoft Excel
Calendar Management
Electronic File Management
Compliance
Trade Entry
Canadian Securities Course (CSC)
CIRO
Workflow Improvement
Administrative Support

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